Part 2 of 4: Microsoft CRM for Insurance Companies

This 1-hour webcast was divided into 4 parts. Part 2 deals with sales opportunity and pipeline management for companies in the insurance sector. ————— Insurance companies can overcome key challenges including risk management and regulatory compliance while nurturing customer and business relationships with integrated insurance management services from Tribridge. Tribridge helps Insurance carriers, brokers and agents to more efficiently manage complex relationships across their entire distribution network. Tribridge has a long history of helping insurance companies: • Improve Sales and Marketing functions • Integrate multiple systems integral to the success of insurance vertical • Offer sophisticated portals to manage agents and sponsors • Implement analytics around cross selling and up selling products • Streamline call center activity Our experience lets us build off existing CRM template configurations for Insurance companies, drastically reducing implementation times to just a few days. We also have a wealth of expertise implementing back end financial systems (ERP) customized for the Insurance vertical, as well as collaboration and document management systems like SharePoint. As Microsoft experts, we have extensive experience with Microsoft SharePoint, Dynamics CRM and ERP, Exchange, Security, BizTalk, and Unified Communications. Our consultants are dedicated to finding ways to integrate and optimize your existing systems to maximize both new and legacy IT …